Before associating with Wells Fargo Advisors Financial Network in 2009 I worked at Dean Witter Reynolds (now Morgan Stanley Smith Barney) as a Financial Advisor beginning in 1993. Prior to that I began my financial services career as part of Paine Webber Group, joining just after graduating from the University of Pacific with a bachelor's degree in 1988.
Away from the office I am committed to my local community having been a board member for St. Francis of Assisi School, Contra Costa County Farm Bureau, the Dolphin Swim Team and am a past president of the Brentwood Rotary Club. I have also coached EDYSL Soccer, Pony League Baseball and Liberty High School freshman football.
My greatest joy is spending time with my wife Veronica and our three children.
Pat has more than two decades of providing excellent customer service. Prior to joining Apex Securities & Asset Management she worked for Morgan Stanley Smith Barney. She holds her Series 7, 63 and 65 securities registrations. Pat graduated with a Bachelors of Science in Business Management from the Philippine School of Business Administration, Manila Philippines. Pat and her husband Angel have one daughter.
Pat can assist with all client inquiries, executing trades, and gathering the information to implement your Envision® Plan.
Sharlet joined Apex Securities and Asset Management after working in property management and prior to that a long history in the financial medical field. She is very experienced in providing excellent customer service. Sharlet is likely the first voice you hear when calling Apex and often the first face you see when visiting the office.
Sharlet can assist with incoming account transfers, wire transfers, account updates, provide cost basis information for your attorney and/or CPA, in addition to general inquiries. She is committed to getting client concerns addressed.
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